Aditya Birla Sun Life India Gennext Fund vs Mahindra Manulife Consumption Fund compare
Mahindra Manulife Consumption Fund- Regular Plan - Growth
Aditya Birla Sun Life Consumption Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹559 Cr | ₹6521 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 13 Nov 2018 | 05 Aug 2005 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | 123% | 10% |
| Expense Ratio | 2.37 | 1.85 |
| Manager | Abhinav Khandelwal | Dhaval Joshi |
| ISIN Code | INF174V01630 | INF209K01447 |
| Exits Load | Mahindra Manulife Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Aditya Birla Sun Life India GenNext Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 1 Month | -6.69% | -6.06% |
| 6 Month | -5.43% | -5.45% |
| 1 Year | 0.01% | 2.6% |
| 3 Year | 14.14% | 13.69% |
| 5 Year | 13.6% | 13.84% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 6 Month | -7.7% | -6.54% |
| 1 Year | -7.58% | -6.05% |
| 3 Year | 5.69% | 7.04% |
| 5 Year | 10.43% | 10.77% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 1 Year | 10.94% | 15.49% |
| 3 Year | 16.82% | 15.68% |
| 5 Year | 17.61% | 17.17% |
Risk Management
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Standard Deviation | 11.06% | 11.81% |
| Sharp | 0.76% | 0.73% |
| Beta | 0.92% | 0.9% |
| Alpha | -1.65% | -2.05% |
Fund Managers
| Scheme Name | Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Name | Abhinav Khandelwal | Dhaval Joshi |
| Total AUM | ₹5522 Cr | ₹361932 Cr |
| Funds Managed | 5 | 55 |
| Mahindra Manulife Consumption Fund- Regular Plan - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Others | 11.28 | 8.49 |
| Large Cap | 64.95 | 67.1 |
| Mid Cap | 7.15 | 15.05 |
| Small Cap | 16.63 | 9.36 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Consumption Fund- Regular Plan - Growth |
Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Others | 3.68 | 1.06 |
| Consumer Cyclical | 41.55 | 36.17 |
| Consumer Defensive | 27.28 | 25.47 |
| Basic Materials | 2.61 | 2.44 |
| Healthcare | 1.53 | 5.24 |
| Real Estate | 1.5 | 0.63 |
| Communication Services | 10.97 | 6.86 |
| Industrials | 7.64 | 3.79 |
| Utilities | 1.76 | - |
| Technology | 1.47 | 0.22 |
| Financial Services | - | 18.11 |
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